The AI infrastructure race: I’ve seen this movie before

Back in 2022, when the auto industry was fixated on autonomous vehicles, I was cofounder and chief technology officer at Luminar, where our lidar technology was helping enable the next generation of self-driving cars. Speaking at an automotive conference, I remarked how exciting it was to have a front-row seat to one of the most significant technological transformations in the industry’s history. Afterward, an automotive executive pulled me aside. “Jason,” he said, “you don’t have a front-row seat. You’re part of the show. What you’re doing for autonomy, and how you’re forcing us to think, is